Justin Harkness(@justin_har93711):Nvidia's moat isn't shrinking — it's growing in absolute terms. This chart tracks est. GPU cloud revenue by chip since Jan 2023: total spend is up ~8x, and Nvidia chips are still nearly the entire stack. AWS's Inferentia/Trainium? Still a rounding error. Note that the data reflects large enterprise panelists, and excludes some major Tranium rental spenders like Anthropic.

Justin Harkness

@justin_har93711

Head of Corporate for YipitData's AI, Cloud, and SaaS segments. Partnering with companies to provide market intelligence.

가입 June 2025

49 팔로잉 중 29 팬

Justin Harkness@justin_har93711

2026.09.09 16:52

Nvidia's moat isn't shrinking — it's growing in absolute terms. This chart tracks est. GPU cloud revenue by chip since Jan 2023: total spend is up ~8x, and Nvidia chips are still nearly the entire stack. AWS's Inferentia/Trainium? Still a rounding error. Note that the data reflects large enterprise panelists, and excludes some major Tranium rental spenders like Anthropic.